| AVY |
Report |
Adjusted EPS (Q2 2026) |
BEAT |
pred ~$2.53 vs. cons ~$2.49 |
MEDIUM |
| AVY |
Report |
Net sales (Q2 2026) |
IN-LINE |
pred ~$2.30B vs. cons ~$2.29B |
MEDIUM |
| AVY |
Report |
Organic sales growth (Q2 2026) |
IN-LINE |
pred ~+1.3% vs. cons ~+1.0% |
LOW |
| AVY |
Guide |
Q3 2026 Adjusted EPS guide |
LOWER |
guide ~$2.52 vs. cons ~$2.60 (Q3 2026) |
MEDIUM |
| AVY |
Guide |
FY2026 Adjusted EPS framework |
UNCHANGED |
guide ~$9.80 vs. cons ~$9.85 (FY2026) |
MEDIUM |
| AVY |
Guide |
Materials Group EBITDA margin |
UNCHANGED |
guide ~17.9% vs. cons ~17.9% (Q2 2026) |
MEDIUM |
| AVY |
Guide |
Intelligent Labels FY organic growth (2H-weighted, Walmart food ramp) |
UNKNOWN |
guide ~mid-single-digit vs. cons ~+5% (FY2026) |
LOW |
| AVY |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.5% |
— |
MEDIUM |
| AVY |
Return |
5-day cumulative residual |
-4.0% (FOLLOW-THROUGH) |
After a ~7-9% run into the print, an in-line-to-modest EPS beat paired with a soft Q3 guide (pre-buy de-stock give-back of ~$0.05 plus a price/cost timing lag on re-accelerating inflation) triggers a sell-the-news reaction. The out-period math is negative: implicit Q3 cuts and reliance on a back-half-weighted, unproven IL/Walmart ramp pull FY estimates toward the low end even on a headline beat, so the day-1 weakness follows through over the week rather than reversing. |
LOW |